+56.5%
IOT vs UTHR
+161.8%
-105.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -3.9% |
| 7D | +5.1% | +3.0% | +2.0% | +4.7% |
| 30D | -3.0% | -4.3% | +1.3% | -2.6% |
| 3M | +15.0% | -8.4% | +23.3% | +16.0% |
| 6M | +13.1% | -4.2% | +17.4% | +13.2% |
| YTD | +9.0% | +4.0% | +5.0% | +7.5% |
| 1Y | +0.1% | +25.5% | -25.4% | -4.2% |
| 3Y | +26.4% | +125.1% | -98.7% | +7.1% |
| All | +56.5% | +161.8% | -105.3% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling